OneDesk for Marketing Sales Professional Services Automation
How does OneDesk help my Sales team?
Win Marketing Clients & Manage Project Scope Creep
Manage Lead & Sales Enablement Requests with Ticketing
Marketing teams supporting Sales, use OneDesk ticketing to handle sales requests for new collateral, lead list uploads, or event support. Sales can submit via email or CRM integration. Custom views like 'Sales Enablement Material Needed' or 'Hot Lead Follow-up Task' improve alignment. SLAs ensure timely marketing support for sales. Reporting tracks MQL-to-SQL conversions from ticketed leads.
Onboard New Marketing Clients Smoothly with Our Portal
Help your marketing agency's sales team ensure a seamless onboarding experience for new clients. A client portal can provide access to welcome kits, strategy documents, and key contact information. New clients can use ticket forms to ask initial questions about campaigns or processes. Live chat offers quick support during the critical early stages of the relationship.
Automate Lead Qualification for Marketing Agencies.
For marketing agencies or teams focused on business development, efficient lead management is key to growth. OneDesk's automations streamline this. Our versatile system allows you to build workflows for capturing new leads from your website or campaigns, qualifying them based on predefined criteria, and routing them to the sales team. Inquiries from potential clients can be automatically triaged by service interest or budget. They are then assigned to the appropriate account executive. You can also set up automated replies to send initial agency information or schedule discovery calls. OneDesk helps your marketing sales efforts convert more leads. This drives new business.
Align Marketing Efforts with Sales
Marketing teams aiming for strong sales alignment, ensuring your efforts generate quality leads and support the sales process is critical. OneDesk helps you coordinate campaigns with sales team needs. Its robust features facilitate lead handoff processes, tracking marketing-qualified leads (MQLs), and collaborating on sales enablement materials. The versatility of our system supports integration with CRM tools for a seamless flow of information. As your company grows, OneDesk’s unique scalability helps maintain tight alignment between expanding marketing and sales operations.
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